Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Glick is a financial professional with over 24 years of experience in the financial services industry. Steven has a Series 6, Series 63 and SIE licenses. He is a Certified Financial Planner and a Chartered Financial Consultant. Steven is currently registered with MJP Wealth Advisors and has previously been employed by ROYAL ALLIANCE ASSOCIATES, INC., CAP PRO BROKERAGE SERVICES, INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and ROBERT W. BAIRD & CO. INCORPORATED. Steven has worked in Farmington, CT; Columbus, OH; Milwaukee, WI; and New York, NY. Steven provides financial planning, portfolio management for individuals, and selection of other advisors. Steven is a Registered Investment Advisor in Connecticut.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mjp online advisor service
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
05/14/2008 - Present
MJP Wealth Advisors (FARMINGTON CT)
CT
08/19/2003 - 04/04/2018
ROYAL ALLIANCE ASSOCIATES, INC. (FARMINGTON CT)
OH
04/25/2002 - 09/03/2003
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
WI
02/05/1998 - 04/11/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/05/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 02/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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